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Birchcreek Wealth Management’s Mondelez International MDLZ Stock Holding History

Birchcreek Wealth Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-400
Closed -$23K – 214
2020
Q4 		$23K Buy
+400
New +$22.9K 0.02% 295

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Birchcreek Wealth Management's MDLZ Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Mondelez International (MDLZ) in Q1 2021, closing a stake of 400 shares — an estimated $23K sold.

Birchcreek Wealth Management first reported a position in MDLZ in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 1,640 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Mondelez International position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 400 Mondelez International shares in Q1 2021, an estimated $23K.
  • Birchcreek Wealth Management first reported a position in Mondelez International in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Mondelez International position peaked at $23K in Q4 2020.
  • 1,640 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.